Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA QUALITY FACTO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 21, 2024 Q3 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
171
+ 0.25%
$27.8K - $30.7K
69.1K $12.6M
Oct 24, 2024 Q3 2024
Essex Financial Services, Inc.

BUY
 -
171
+ 1.61%
$27.8K - $30.7K
10.8K $1.97M
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
167
+ 5.59%
$27.2K - $29.9K
3.16K $577K
Oct 29, 2024 Q3 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
162
New
$26.3K - $29K
162 $29.6K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
161
+ 13.16%
$26.2K - $28.9K
1.38K $253K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
161
+ 0.98%
$26.2K - $28.9K
16.5K $3.02M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
159
+ 25.48%
$25.9K - $28.5K
783 $143K
Oct 16, 2024 Q3 2024
Market Street Wealth Management Advisors LLC

BUY
 -
158
+ 1.02%
$25.7K - $28.3K
15.6K $2.85M
Oct 22, 2024 Q3 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
157
+ 0.42%
$25.5K - $28.2K
37.5K $6.84M
Oct 24, 2024 Q3 2024
Gemmer Asset Management LLC

BUY
 -
157
+ 7.03%
$25.5K - $28.2K
2.39K $437K
Oct 09, 2024 Q3 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
155
+ 6.09%
$25.2K - $27.8K
2.7K $493K
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
151
+ 2.87%
$24.6K - $27.1K
5.42K $990K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
150
New
$24.4K - $26.9K
150 $27.4K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
150
New
$24.4K - $26.9K
150 $27.4K
Nov 05, 2024 Q3 2024
Old Second National Bank Of Aurora

BUY
 -
150
New
$24.4K - $26.9K
150 $27.4K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
148
+ 28.3%
$24.1K - $26.5K
671 $123K
Nov 05, 2024 Q3 2024
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
148
+ 0.24%
$24.1K - $26.5K
62.6K $11.4M
Oct 04, 2024 Q3 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
145
New
$23.6K - $26K
145 $26.5K
Nov 06, 2024 Q3 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
140
+ 1.54%
$22.8K - $25.1K
9.21K $1.68M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
139
+ 0.9%
$22.6K - $24.9K
15.6K $2.86M
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
127
+ 4.63%
$20.7K - $22.8K
2.87K $525K
Oct 31, 2024 Q3 2024
Financial Sense Advisors, Inc.

BUY
 -
125
+ 2.9%
$20.3K - $22.4K
4.43K $810K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
125
New
$20.3K - $22.4K
125 $22.8K
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
124
+ 0.2%
$20.2K - $22.2K
61.3K $11.2M
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
117
+ 1.9%
$19K - $21K
6.28K $1.15M
Oct 16, 2024 Q3 2024
Lex Aurum Advisors, LLC

BUY
 -
114
+ 1.45%
$18.5K - $20.4K
8K $1.46M
Nov 18, 2024 Q3 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
113
+ 1.58%
$18.4K - $20.3K
7.26K $1.33M
Nov 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
107
+ 0.93%
$17.4K - $19.2K
11.6K $2.12M
Oct 15, 2024 Q3 2024
Atticus Wealth Management, LLC

BUY
 -
106
+ 1.82%
$17.2K - $19K
5.92K $1.08M
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
106
+ 0.37%
$17.2K - $19K
28.9K $5.29M
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
102
+ 0.26%
$16.6K - $18.3K
39.6K $7.23M
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
99
+ 0.58%
$16.1K - $17.8K
17.2K $3.13M
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
98
+ 3.38%
$15.9K - $17.6K
3K $548K
Oct 24, 2024 Q3 2024
Financial Management Professionals, Inc.

BUY
 -
89
New
$14.5K - $16K
89 $16.3K
Oct 07, 2024 Q3 2024
Prosperity Planning, Inc.

BUY
 -
86
+ 5.92%
$14K - $15.4K
1.54K $281K
Nov 13, 2024 Q3 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
86
+ 4.29%
$14K - $15.4K
2.09K $382K
Oct 01, 2024 Q3 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
85
New
$13.8K - $15.2K
85 $15.5K
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
84
+ 5.09%
$13.7K - $15.1K
1.73K $317K
Nov 12, 2024 Q3 2024
Clearwater Capital Advisors, LLC

BUY
 -
84
+ 3.28%
$13.7K - $15.1K
2.65K $484K
Nov 12, 2024 Q3 2024
Wescott Financial Advisory Group, LLC

BUY
 -
82
+ 5.12%
$13.3K - $14.7K
1.69K $308K
Nov 14, 2024 Q3 2024
Beck Capital Management, LLC

Austin, TX
BUY
 -
81
+ 1.72%
$13.2K - $14.5K
4.78K $873K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
80
+ 0.94%
$13K - $14.3K
8.55K $1.56M
Oct 15, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
79
+ 0.61%
$12.8K - $14.2K
13K $2.38M
Nov 13, 2024 Q3 2024
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
78
+ 3.9%
$12.7K - $14K
2.08K $380K
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
76
+ 8.91%
$12.4K - $13.6K
929 $170K
Nov 05, 2024 Q3 2024
Paladin Advisory Group, LLC

BUY
 -
75
New
$12.2K - $13.4K
75 $13.7K
Nov 06, 2024 Q3 2024
Black Diamond Financial, LLC

BUY
 -
75
+ 6.21%
$12.2K - $13.4K
1.28K $234K
Nov 05, 2024 Q3 2024
Fortis Capital Management LLC

BUY
 -
73
+ 0.3%
$11.9K - $13.1K
24.4K $4.46M
Oct 30, 2024 Q3 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
72
+ 0.34%
$11.7K - $12.9K
21K $3.84M

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